Express and Salesforce automations — Sales & Leads

Ready-made scenarios where Express and Salesforce work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

43 scenarios

Push Salesforce leads into Express audiences
Ad leads delivered to your messenger
CRM changes announced in your messenger
Contacts from Salesforce into Express audiences
New Salesforce contacts — into Express audiences
A booked meeting — a CRM task and a reminder
Email validation for new CRM contacts
Validating new contacts for dead addresses
New deals routed automatically — to the team, table, and slides
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
Stalled deals bring themselves back to life
Instant calling and booking of new ad leads
Compare each proposal against your winners and find the gaps
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
Scoring and routing leads from form submissions
Smart lead routing to reps — instant, with no manual assignment
Capture and route leads from every channel
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
A client deck built from a call recording — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Invoices from a folder — straight into CRM deals
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance